Filing status
- Accounts due
- 28 February 2027
- Last accounts
- 31 May 2025
- Conf. stmt due
- 15 May 2027
- Last conf. stmt
- 1 May 2026
Pareto Financial Planning Limited
- Incorporated
- 1 May 2008 (18 years)
- Previously known as
- Pareto Financial Planning (UK) Limited (until 29 April 2010)Pareto Financial Planning Limited (until 19 May 2008)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999) Life insurance (65110)Life reinsurance (65201)
- Owned by
- Accounts type
- Small
- Region
- North West
- Address
- The Old Schoolhouse5-7 Byrom StreetManchesterM3 4PF
Charges
- Total
- 8
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 7
Officers 8 active
Officer details are public data from the Companies House register.
Director · Appointed 15 August 2025
Also at KR8 Advisory Limited, KR8 Real Estate Limited, Primas Newco 3 Limited (proposed for strike-off) · more companies
British
Born April 1970 (56)
Director · Appointed 15 August 2025
Also at KR8 Real Estate Limited, Primas Newco 3 Limited (proposed for strike-off), Stechant Limited (proposed for strike-off) · more companies
British
Born September 1982 (44)
Director · Appointed 21 September 2022
Also at Clientsfirst Limited · more companies
British
Born May 1974 (52)
Romain, Christopher James
Director · Appointed 23 March 2021
British
Born March 1980 (46)
Director · Appointed 9 October 2018
Also at Pensionhelp Limited · more companies
British
Born January 1974 (52)
Carswell, Stuart
Director · Appointed 1 October 2017
Scottish
Born October 1974 (52)
Stones, Paul Leslie
Director · Appointed 1 October 2017
British
Born April 1971 (55)
Director · Appointed 1 May 2008
Also at Primas Newco 3 Limited (proposed for strike-off), Stechant Limited (proposed for strike-off), Beechwood Cancer Care Centre · more companies
British
Born March 1969 (57)
Officer history (7 former)
1 June 2026
Resigned Aspray, Nicola Jane as Director
15 August 2025
15 August 2025
21 September 2022
31 March 2022
30 November 2021
23 March 2021
Appointed Romain, Christopher James as Director
20 February 2021
Appointed Aspray, Nicola Jane as Director
9 October 2018
13 July 2018
Resigned Morrissey, Kevin John as Director
26 March 2018
1 October 2017
Appointed Carswell, Stuart as Director
1 October 2017
Appointed Stones, Paul Leslie as Director
31 March 2017
4 January 2016
Appointed Morrissey, Kevin John as Director
30 June 2015
Resigned Hart, Lorna as Secretary
1 January 2015
26 May 2010
Appointed Hart, Lorna as Secretary
26 May 2010
Resigned Stevenson, Nicola as Secretary
1 March 2010
1 May 2008
1 May 2008
Appointed Stevenson, Nicola as Secretary
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 12 November 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 06102618
Former controllers (5)
12 November 2025
Ceased Stechant Limited — Owns 75–100% of shares
6 April 2016
6 April 2016
6 April 2016
6 April 2016
Financials
Balance sheet as at 31 May 2025 · small accounts
- Net Assets
- £2,110,275
- Cash
- £878,939
- Employees
- 74
- Debt Ratio
- 43%
- Current Ratio
- 2.3x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £91,305 | £77,710 | £128,491 | £124,661 | £103,927 | £116,813 |
| Current Assets | £3,612,554 | £2,233,035 | £2,225,887 | £2,575,639 | £2,129,574 | £3,239,237 |
| Debtors | £2,733,615 | £1,325,201 | £1,341,348 | £1,675,508 | £1,667,187 | £2,846,355 |
| Cash | £878,939 | £907,834 | £884,539 | £900,131 | £462,387 | £392,882 |
| Creditors (< 1 year) | £1,570,757 | £984,359 | £918,034 | £989,425 | £778,996 | £809,520 |
| Net Current Assets | £2,041,797 | £1,248,676 | £1,307,853 | £1,586,214 | £1,350,578 | £2,429,717 |
| Net Assets | £2,110,275 | £1,306,958 | £1,404,221 | £1,687,189 | £1,434,759 | £2,516,666 |
| Shareholder Funds | £2,110,275 | £1,306,958 | £1,404,221 | £1,687,189 | £1,434,759 | £2,516,666 |
| Turnover | £6,631,755 | |||||
| Cost of Sales | £821,549 | |||||
| Gross Profit | £5,810,206 | |||||
| Admin Expenses | £5,092,539 | |||||
| Operating Profit | £717,667 | |||||
| Profit Before Tax | £710,419 | |||||
| Tax | £150,270 | |||||
| Profit for Period | £560,149 | |||||
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 17 September 2026 | Replacement filing of Confirmation Statement | 1 May 2026 | ||
| 11 September 2026 | Change of details for a person with significant control | |||
| 18 May 2026 | Confirmation statement |
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